Creating a Payable Invoice from a Scanned Payable Document

To create a payable invoice record from the scanned payable document, ensure that the documents contain the correct information. If the information within the document is incorrect, the processing of your scanned payable document will fail. You can check the failure error in the error details field of the scanned payable document in the Details tab. Once the error is fixed, you can manually create a payable invoice from a scanned payable document Lightning record page.

To create a payable invoice using the information of the scanned payable document:

  1. Navigate to the Scanned Payable Documents tab.
  2. Click the scanned payable document from which you want to create a payable invoice.
  3. From the highlights panel, click Create Invoice. If the Create Invoice button is not visible, contact your administrator.
  4. Click Create. Once clicked all the validations will be checked from the Invoice document to see if everything is fine. The payable invoice will be created displaying the record name in the success message. Then you will be directed to the Payable Invoice if you have Accounting permission. Otherwise, an error will be stated: “The invoice could not be created. See the Error Details field in the Details tab.”.

The scanned payable document associated with the payable invoice created is displayed within the Scanned Payable Document field of the Payable Invoice object in Accounting.

Notes:

  • After the Invoice Document is processed, a PIN is generated. If there are errors, a notification is displayed with the relevant Scanned Payable Document number. Click the notification check the errors on the Scanned Payable Document and try the process again.

  • If the Invoice Total does not match the Payable Invoice and the related Scanned Payable Invoice Document, an error notification will be shown. You can review the tax on the Payable Invoice lines before posting.

  • Once the Payable Invoice is created, the Invoice Documents on the Scanned Payable Document will be linked with the created Payable Invoice.